+151.8%
NBIS vs DLTR
+19.1%
+132.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.1% | -1.6% |
| 7D | -0.8% | -10.1% | +9.3% | -0.8% |
| 30D | -13.4% | -8.1% | -5.3% | -13.5% |
| 3M | +1.0% | +2.9% | -1.8% | -0.5% |
| 6M | +100.5% | +4.3% | +96.2% | +95.8% |
| YTD | +168.3% | -3.9% | +172.2% | +169.9% |
| 1Y | +151.8% | +18.9% | +132.9% | +162.4% |
| All | +151.8% | +19.1% | +132.7% | +162.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded DLTR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling